WCMAX Mutual Fund

WCMAX Mutual Fund (WCM Mid Cap Quality Value Fund Class Institutional) is managed by WCM Investment Management with $1.4M in net assets. WCMAX expense ratio is 0.75%, holding 37 positions across sectors including Industrials, Information Technology, Materials. Inception date: 2022-07-28.

WCMAX performance shows a YTD return of 1.38%. The 1-year return is 0.87%. WCMAX dividend yield stands at 3.65%, paid annually.

WCMAX top holdings include Umb Money Market Ii Special (6.2%), Element Solutions Inc (5.3%), Mks Instruments Inc (4.3%), Api Group Corporation Common Stock (4.1%), Entegris Inc Common Stock Usd 0.01 (4.1%). Go to all WCMAX holdings, WCMAX sectors, or WCMAX dividends.

WCMAX can be compared against other funds. Use WCMAX overlap to find shared positions, or WCMAX vs another fund for a side-by-side view. WCMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.